# The Financial Preserve at Lonier Financial Advisory LLC

The Financial Preserve at Lonier Financial Advisory LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/mlonier

## Regulatory record

- **CRD number:** 159786
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/159786

## About

Lonier Financial Advisory LLC is a state-registered investment adviser with $33 million in regulatory assets under management. The firm manages $32 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at The Financial Preserve at Lonier Financial Advisory LLC?

The individuals responsible for investment decisions are not identified in public records. The firm's principals have not been disclosed through its name or any public filings. This level of opacity is typical for family offices that prioritize privacy.

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Last updated: 2026-07-06T01:24:26.840Z

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